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James Shambo获得USCPA个人财务规划终身成就奖

时间:2016-03-28 责任编辑:admin 浏览:

Las Vegas (Jan. 18, 2016) – James A. Shambo, CPA/PFS, has received the American Institute of CPA’s Stanley H. Breitbard Lifetime Achievement in Personal Financial Planning Award, which was announced today at the USCPA’s Advanced Personal Financial Planning Conference in Las Vegas.  Shambo, President of Lifetime Planning Concepts, Inc. of Colorado Springs, CO, was honored in part for the key role he played in launching the USCPA’s PFS (Personal Financial Specialist) credential almost 30 years ago and most recently for his major writing contribution to The CPA’s Guide to Practical Retirement Planning.
Shambo served on the executive committee of the USCPA Personal Financial Planning Division from 1990 to 1995, including as chairman from 1993 to 1995. He was the first chairman of the PFS Credential Committee, serving from 1989 to 1991.  He also served on the Colorado Specialization Oversight Board, which created the PFS designation, from 1984-1987 and served on several USCPA PFS-related committees from 1986 to 1995.  He is a member of the Colorado Society of CPAs.

 “The value of Jim’s contributions to the establishment of the PFS credential and his role in increasing the awareness of the work CPAs do in personal financial planning is incalculable,” said Jeannette Koger, CPA/CGMA, USCPA vice president of Member Specialization and Credentialing.  “He was literally there from the beginning and continues to make a substantial impact on the USCPA’s personal financial planning initiatives to this day.”

Shambo received the  Distinguished Service Award from the USCPA PFP Division in 1999 and special recognition in 2011 for his years of outstanding contributions to the PFS credential.  He has been named among the Best Financial Advisers in the United States by Worth magazine for seven years and twice in Bloomberg’s Wealth Manager’s Top Dog listing.  He has been listed in Accounting Today as one of the Top 100 Most Influential People and in the Names to Know in Financial Planning for several years.

 “It is an honor to present Jim with this prestigious award,” added Lyle Benson, acting chairman of the USCPA’s PFP Executive Committee.  “His exemplary contributions over the course of his long career to the financial planning profession and the USCPA’s Personal Financial Planning Division are what this award is about.”

The criteria for the award, which was first given in 2011, include 25 years of experience in financial planning and 15 years of USCPA volunteer work in personal financial planning.  Recipients must have unquestioned integrity and professionalism and exemplify the personal, ethical, and professional characteristics of the model CPA advisor. The recipient must be approved by the current and past two chairmen of the PFP Executive Committee, as well as the Committee members.

拉斯维加斯(2016年1月18日)–杰姆斯A. Shambo,CPA或PFS,收到了美国注册会计师斯坦利H.布雷特巴德终身成就奖个人理财规划学院,今天宣布在美国注册会计师协会的先进个人财务规划会议在拉斯维加斯。Shambo,终身的规划理念的总统,科罗拉多斯普林斯,CO公司,很荣幸在部分他在发射中注协的PFS的关键作用(个人理财专家)几乎30年证书前最近为他的主要创作贡献的注册会计师的指导实际的退休计划。

Shambo担任USCPA的个人财务策划师执行委员会从1990到1995,包括主席1993至1995。他是PFS认证委员会的首任主席,任期由1989至1991。他也曾在科罗拉多专业监督委员会,创造了PFS的称号,从1984年至1987年,曾在几个USCPA PFS相关委员会从1986到1995。他是科罗拉多州注册会计师协会会员。

“吉姆对PFS的凭据和他的作用,提高注册会计师的工作意识做了个人财务规划的建立贡献的价值是无法估量的,”珍妮特Koger会计师/ CGMA,USCPA副总裁成员专业化、资格认证。“他真的从一开始就存在并继续在美国注册会计师协会的个人理财规划的举措,这一实质性的影响。”

Shambo获得杰出服务奖,美国注册会计师协会的亲民分1999和特殊的识别2011他对PFS认证突出贡献年。他被美国最好的财务顾问评为七年,在彭博公司的财富管理公司的顶级狗上市公司中,有两次被称为“价值”杂志。他已被列为最有影响力的100名最有影响力的人之一,并在几年的财务规划中被列为名单。

“这是目前吉姆与这一奖项的荣誉,”莱尔本森,美国注册会计师协会的执行委员会代理主席亲民。“他的杰出贡献在漫长的职业生涯中的财务规划专业和注册会计师协会的个人财务策划师是什么这个奖是什么。”

该奖的标准,这是在2011第一次,包括25年的个人财务规划财务规划协会志愿者工作和15年的工作经验。收件人必须有不容置疑的诚信和专业精神,体现了个人的道德,和模型的注册会计师顾问职业特点。收件人必须由亲民党执行委员会的当前和过去的两主席批准,以及委员会成员。


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